ST LUKES HEALTH FOUNDATION LTD: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ST LUKES HEALTH FOUNDATION LTD (EIN 81-0600973)
- Tax period
- 2021-10-01 to 2022-09-30
- Filed
- 2023-08-15
- IRS object ID
- 202342279349301809
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-15T09:55:11-05:00 | ReturnTs |
| Tax Period End | 2022-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Deloitte Tax LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 695 Town Center Drive Suite 1200 | AddressLine1Txt |
| City | Costa Mesa | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 926261924 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810600973 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | St Luke's Health Foundation Ltd | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STLU | BusinessNameControlTxt |
| Phone | 2083812222 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 190 E Bannock | AddressLine1Txt |
| City | Boise | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83712 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Peter DiDio | PersonNm |
| Person Title | SVP/CFO/Treasurer | PersonTitleTxt |
| Phone | 2083812222 | PhoneNum |
| Signature | 2023-08-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Peter | PersonFirstNm |
| Person Last | DiDio | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | John Sadoff Jr | PreparerPersonNm |
| PTIN | P00540589 | PTIN |
| Phone | 7144367100 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Jeffery R Cilek | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 190 E Bannock | AddressLine1Txt |
| City | Boise | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83712 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $16,577,455 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.stlukesonline.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2002 | FormationYr |
| Legal Domicile State | ID | LegalDomicileStateCd |
| Activity Or Mission | Cultivate philanthropy for related organizations within the St. Luke's Health System. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 129 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $11,150,481 | PYContributionsGrantsAmt |
| CY Contributions Grants | $14,524,000 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $805 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,835 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,027,617 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,091,577 | CYInvestmentIncomeAmt |
| PY Other Revenue | $188,304 | PYOtherRevenueAmt |
| CY Other Revenue | $560,831 | CYOtherRevenueAmt |
| PY Total Revenue | $12,367,207 | PYTotalRevenueAmt |
| CY Total Revenue | $16,178,243 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $8,696,885 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,323,554 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $695,132 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,528,152 | PYOtherExpensesAmt |
| CY Other Expenses | $2,805,743 | CYOtherExpensesAmt |
| PY Total Expenses | $11,225,037 | PYTotalExpensesAmt |
| CY Total Expenses | $8,129,297 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,142,170 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $8,048,946 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $50,176,105 | TotalAssetsBOYAmt |
| Total Assets EOY | $50,836,691 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $87,417 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $18,861 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $50,088,688 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $50,817,830 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | St. Luke's Health Foundation is a not-for-profit organization established to develop philanthropic resources that support St. Luke's mission "To improve the health of people in the communities we serve." We're responsible for cultivating and encouraging charitable support and ensuring that the wishes of our donors are honored. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $6,836,280 | ExpenseAmt |
| Grant | $5,323,554 | GrantAmt |
| Revenue | $1,835 | RevenueAmt |
| Desc | Cultivate and Encourage PhilanthropyThe Foundation's purpose is to cultivate and encourage philanthropy to support primarily the missions of St. Luke's Health System and its related organizations. The Foundation is also a related organization within the St. Luke's Health System. | Desc |
| Total Program Service Expenses | $6,836,280 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jared Grant System Controller | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2083812222 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 190 E Banonck | AddressLine1Txt |
| City | Boise | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83712 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Chris Roth | ||||||||||
| Director | 2.00 | 52.00 | Yes (X) | $0 | $1,218,717 | $51,123 | ||||
| Dave Snelson | ||||||||||
| Chair | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| Edna Pierson | ||||||||||
| Director (End 6/2022) | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Jeanna Still | ||||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Joe Forney | ||||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| John Wright | ||||||||||
| Director (Start 6/2022) | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Kelli Parker | ||||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Lloyd Knight | ||||||||||
| Director (Start 12/2021) | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Rich Raimondi | ||||||||||
| Director | 2.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| Margaret Dougherty | ||||||||||
| Secretary | 2.00 | 40.00 | $0 | $251,685 | $26,737 | Yes (X) | ||||
| Jeffrey R Cilek | ||||||||||
| Executive Director | 20.00 | 20.00 | $0 | $495,481 | $39,866 | Yes (X) | ||||
| Dawn Soto | ||||||||||
| Executive Director | 40.00 | 0.00 | $0 | $120,927 | $23,759 | Yes (X) | ||||
| Curtis Maier | ||||||||||
| Director; Major & Planned Gifts | 40.00 | 0.00 | $0 | $115,916 | $19,503 | Yes (X) | ||||
| Christen Wilmer | ||||||||||
| Director; Major & Planned Gifts | 40.00 | 0.00 | $0 | $105,029 | $21,102 | Yes (X) | ||||
| Sarah Foltman | ||||||||||
| Director; Development | 40.00 | 0.00 | $0 | $109,842 | $13,523 | Yes (X) | ||||
| David Barton | ||||||||||
| Former Secretary | 0.00 | 40.00 | $0 | $264,347 | $37,176 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,681,944 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $232,789 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $277,778 | FundraisingAmt |
| Related Organizations | $3,165,069 | RelatedOrganizationsAmt |
| All Other Contributions | $11,081,153 | AllOtherContributionsAmt |
| Noncash Contributions | $36,500 | NoncashContributionsAmt |
| Total Contributions | $14,524,000 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Estate Tax Seminar | Desc |
| Business | 611430 | BusinessCd |
| Total Revenue Column | $1,835 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,835 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,835 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $458,066 | TotalRevenueColumnAmt |
| Exclusion | $458,066 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $671,562 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $38,051 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $633,511 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $633,511 | TotalRevenueColumnAmt |
| Exclusion | $633,511 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $921,992 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $277,778 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $361,161 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $560,831 | TotalRevenueColumnAmt |
| Exclusion | $560,831 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,178,243 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,835 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,652,408 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,259,014 | TotalAmt |
| Program Services | $5,259,014 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,540 | TotalAmt |
| Program Services | $64,540 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $250 | TotalAmt |
| Management And General | $250 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,714 | TotalAmt |
| Management And General | $74,714 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $421 | TotalAmt |
| Fundraising | $421 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,926 | TotalAmt |
| Program Services | $51,941 | ProgramServicesAmt |
| Management And General | $12,985 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,700 | TotalAmt |
| Program Services | $24,700 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Allocated SLHS Wages | $2,289,461 | $1,157,851 | $436,899 | $694,711 |
| Dues & Memberships | $139,642 | $111,714 | $27,928 | |
| Supplies | $95,318 | $76,254 | $19,064 | |
| Contract Service | $30,167 | $24,134 | $6,033 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,144 | TotalAmt |
| Program Services | $66,132 | ProgramServicesAmt |
| Management And General | $20,012 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,129,297 | TotalAmt |
| Program Services | $6,836,280 | ProgramServicesAmt |
| Management And General | $597,885 | ManagementAndGeneralAmt |
| Fundraising | $695,132 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $239,140 | BOYAmt |
| EOY | $8,871 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,130,011 | BOYAmt |
| EOY | $2,998,476 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $43,356 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,168 | BOYAmt |
| EOY | $35,253 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,812,301 | BOYAmt |
| EOY | $19,948,296 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,969,485 | BOYAmt |
| EOY | $27,802,439 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,176,105 | BOYAmt |
| EOY | $50,836,691 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,417 | BOYAmt |
| EOY | $18,861 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,417 | BOYAmt |
| EOY | $18,861 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,396,811 | BOYAmt |
| EOY | $36,222,225 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,691,877 | BOYAmt |
| EOY | $14,595,605 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,088,688 | BOYAmt |
| EOY | $50,817,830 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,176,105 | BOYAmt |
| EOY | $50,836,691 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $8,048,946 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$7,319,804 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,656,499 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,042,181 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,780,730 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,150,481 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,524,000 | CurrentTaxYearAmt |
| Total | $61,153,891 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,656,499 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,042,181 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,780,730 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,150,481 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,524,000 | CurrentTaxYearAmt |
| Total | $61,153,891 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $12,260,583 | SubstantialContributorsTotAmt |
| Public Support Total170 | $48,893,308 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $490,196 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $406,819 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $384,784 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $448,524 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $458,066 | CurrentTaxYearAmt |
| Total | $2,188,389 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $63,342,280 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,153,743 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.77190 | PublicSupportCY170Pct |
| Public Support PY170 | 0.70950 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,541,158 | BeginningYearBalanceAmt |
| Contributions | $1,226,833 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,096,272 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $672,102 | OtherExpendituresAmt |
| End Year Balance | $19,999,618 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,158,634 | BeginningYearBalanceAmt |
| Contributions | $850,952 | ContributionsAmt |
| Investment Earnings Or Losses | $4,975,742 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,444,170 | OtherExpendituresAmt |
| End Year Balance | $22,541,158 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,015,114 | BeginningYearBalanceAmt |
| Contributions | $942,514 | ContributionsAmt |
| Investment Earnings Or Losses | $1,092,502 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $891,496 | OtherExpendituresAmt |
| End Year Balance | $18,158,634 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,881,083 | BeginningYearBalanceAmt |
| Contributions | $455,178 | ContributionsAmt |
| Investment Earnings Or Losses | $1,247,462 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,568,609 | OtherExpendituresAmt |
| End Year Balance | $17,015,114 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,259,610 | BeginningYearBalanceAmt |
| Contributions | $238,740 | ContributionsAmt |
| Investment Earnings Or Losses | $977,044 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $594,311 | OtherExpendituresAmt |
| End Year Balance | $16,881,083 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.01000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.99000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Due from Related Organizations | Desc |
| Book Value | $27,802,439 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $27,802,439 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | The intended use of the endowment funds are as follows: Various programs administered by St. Luke's Children's Hospital Cancer research programs administered by St. Luke's Cancer Institute Children at Risk Evaluation Services (CARES) Indigent care Hospice Pastoral care Biomedical research Nursing scholarships/education opportunities Lecture series for various medical specialties Employee/volunteer service recognition programs |
| Part X, Line 2: | Footnote Disclosure - Uncertain Tax Positions Under ASC 740 (Source: Consolidated Financial Statements-St. Luke's Health System Fiscal Year 2022) Income Taxes - The Health System is a not-for-profit corporation and is recognized as tax-exempt pursuant to Section 501(c)(3) of the Internal Revenue Code of 1986, as amended. The Health System has activities that are considered unrelated business taxable income (UBTI), which are subject to excise tax. The Health System also has two taxable subsidiaries, SLHP and the Plan whose operations are included in the consolidated financial statements and as such we have provided for income taxes on this activity under the Accounting Standards Codification (ASC) 740. For the Health System's taxable subsidiary and activities considered UBTI, income taxes are accounted for under the asset and liability method, which requires the recognition of Deferred Tax Assets (DTAs) and Deferred Tax Liabilities (DTLs) for the expected future tax consequences of events that have been included in the consolidated financial statements. Under this method, the Health System determines DTAs and DTLs based on the differences between the financial statement and tax bases of assets and liabilities using enacted tax rates in effect for the year in which the differences are expected to reverse. The effect of a change in tax rates on DTAs and DTLs is recognized in results of operations in the period that includes the enactment date of the rate change. The Health System recognizes DTAs to the extent that these assets are more likely than not to be realized. In making such a determination, the Health System considers all available positive and negative evidence, including future reversals of existing taxable temporary differences, projected future taxable income, tax-planning strategies, and results of recent operations. If the Health System determines that DTAs are realizable in the future in excess of their net recorded amount, the Health System would make an adjustment to the DTA valuation allowance, which would reduce the provision for income taxes. The Health System records uncertain tax positions in accordance with ASC 740 on the basis of a two-step process in which (1) the Health System determines whether it is more likely than not that the tax positions will be sustained on the basis of the technical merits of the position and (2) for those tax positions that meet the more-likely-than-not recognition threshold, the Health System recognizes the largest amount of tax benefit that is more than 50 percent likely to be realized upon ultimate settlement with the related tax authority. Management is not aware of any uncertain tax positions that should be recorded. |
| Part III | A piece of artwork valued at $36,500, immaterial to the consolidated financial statements, was received as a donation and displayed for the public. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agrmt Prof Fundraising Acty | 0 | AgrmtProfFundraisingActyInd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Kid for a Night | Event1Nm |
| Gross Receipts Event1 | $761,563 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $138,149 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $623,414 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $131,738 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $42,422 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $54,805 | OtherDirectExpensesEvent1Amt |
| Event2 | Jack's Classic | Event2Nm |
| Gross Receipts Event2 | $235,894 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $5,225 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $230,669 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $29,315 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $21,471 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $30,966 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 3 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $202,313 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $134,404 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $67,909 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $18,763 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $8,965 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $22,716 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $1,199,770 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $277,778 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $921,992 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $179,816 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $72,858 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $108,487 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $361,161 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $560,831 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| St Luke's Health System Ltd | ||||||||
| 190 East Bannock Street | Boise | ID | 83712 | 562570681 | 501(c)(3) | $712,500 | $0 | Provide Support for the Overall Operational Needs of St. Luke's Health System, Ltd. |
| St Luke's Regional Medical Center Ltd | ||||||||
| 190 East Bannock Street | Boise | ID | 83712 | 820161600 | 501(c)(3) | $3,448,422 | $0 | Provide Support for the Overall Operational Needs of St. Luke's Regional Medical Center, Ltd. |
| St Luke's Magic Valley Regional Medical Center Ltd | ||||||||
| 190 East Bannock Street | Boise | ID | 83712 | 562570686 | 501(c)(3) | $536,213 | $0 | Provide Support for the Overall Operational Needs of St. Luke's Magic Valley Regional Medical Center, Ltd. |
| St Luke's Nampa Medical Center Ltd | ||||||||
| 190 East Bannock Street | Boise | ID | 83712 | 821162805 | 501(c)(3) | $561,879 | $0 | Provide Support for the Overall Operational Needs of St. Luke's Nampa Medical Center, Ltd. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Scholarships | GrantTypeTxt |
| Recipient | 33 | RecipientCnt |
| Cash Grant | $64,540 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | The Foundation's purpose is to support the operational and capital needs of its related organizations within the St. Luke's Health System, which include St. Luke's Regional Medical Center, Ltd., St. Luke's Wood River Medical Center, Ltd., St. Luke's McCall, Ltd., St. Luke's Magic Valley Regional Medical Center, Ltd. and St. Luke's Nampa Medical Center, Ltd. The Foundation will notify the department heads within these organizations of the funds that are available. In order to ensure that the use of the funds are consistent with the intent of the original donor, the Foundation will communicate to the departments the procedures that must be followed to obtain the funds. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Chris Roth | ||||||||||||||
| Director | $0 | $1,051,056 | $0 | $1,158 | $0 | $166,503 | $0 | $21,816 | $0 | $29,307 | $0 | $1,269,840 | $0 | $0 |
| Jeffrey R Cilek | ||||||||||||||
| Executive Director | $0 | $393,394 | $0 | $1,158 | $0 | $100,929 | $0 | $26,188 | $0 | $13,678 | $0 | $535,347 | $0 | $0 |
| David Barton | ||||||||||||||
| Former Secretary | $0 | $215,367 | $0 | $1,158 | $0 | $47,822 | $0 | $18,192 | $0 | $18,984 | $0 | $301,523 | $0 | $0 |
| Margaret Dougherty | ||||||||||||||
| Secretary | $0 | $231,452 | $0 | $1,158 | $0 | $19,075 | $0 | $14,777 | $0 | $11,960 | $0 | $278,422 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 3 | FormAndLineReferenceDesc |
| Explanation | Compensation for the organization's employed Officers and Executive Director is determined by St. Luke's Health System, Ltd. (System), sole member of St. Luke's Health Foundation, Ltd. (SLHF). The System board approves the compensation amount per the recommendation of its compensation committee. In determining compensation, the System board utilizes the following: Compensation Committee Independent compensation consultant Compensation survey or study Approval by the board or compensation committee The compensation set for Jeffrey R. Cilek, Executive Director of the St. Luke's Health Foundation, is established per guidelines established by St. Luke's Health System, Ltd. In establishing compensation guidelines for CEOs and executives serving within its subsidiaries, St. Luke's Health System, Ltd. utilizes any of the following methods: Compensation committee Independent consultant Approval by the board or compensation committee | ExplanationTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $36,500 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Opinions of Experts | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 1 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Column (b): | FormAndLineReferenceDesc |
| Explanation | Number of items received | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part I, Line 6: | Volunteer counts exceed those in prior years due to the lifting of restrictions on access to the hospitals and resuming in-person events following COVID-19 concerns. |
| Form 990, Part V, Line 1&2 | Accounts payable and payroll process are consolidated at the supporting organization level (St. Luke's Health System, Ltd). Therefore, corresponding reporting for 1099's and W-2's occurs at that level. |
| Form 990, Part VI, Section A, line 6 | St. Luke's Health System, Ltd. is the sole member of St. Luke's Health Foundation, Ltd. (Foundation). |
| Form 990, Part VI, Section A, line 7a | The Executive Director of St. Luke's Health Foundation, Ltd. (Corporation) is appointed by the President and CEO of St. Luke's Health System, Ltd. (Member). St. Luke's Health System, Ltd. is the sole member of the Corporation. |
| Form 990, Part VI, Section A, line 7b | The following actions by St. Luke's Health Foundation, Ltd. (Foundation) must be approved by its sole member, St. Luke's Health System, Ltd.: (1) Amendment or restatement of the Articles of Incorporation or the Bylaws of this Foundation. (2) Purchase, sale, lease, disposition, hypothecation, exchange, gift, pledge or encumbrance of any interest in real or personal property, provided, however, that in accordance with prudent business practices and guidelines as necessary to conduct its regular business activities, Foundation may take action for such matters approved from time-to-time by the Member. (3) Appointment and removal of the directors of this Foundation or increasing or decreasing the number of directors to serve on the Board of Directors of this Foundation. (4) Enter into any loan agreements for the purpose of borrowing money. For purposes hereof, the term "borrowing" shall include any commitment for the payment of money pursuant to any contract. (5) Any change in the formal or informal expressions of philosophy or purpose of this Foundation. (6) Merger, consolidation, reorganization or dissolution of the Foundation. (7) Sale, lease, mortgage, pledge or other disposition of all or substantially all of the assets of the Foundation. (8) Creation of a subsidiary of the Foundation or its participation in any business entity, including, without limitation, any corporation, unincorporated association, partnership, joint venture, consortium or cooperative. (9) Expend funds in excess of its approved annual aggregate operating and capital budgets. (10) Appointment of the independent auditor or corporate counsel that is different from the auditor or counsel of the member. (11) Any transaction of the Foundation in which a director or officer of the Foundation has a material financial interest. (12) Open accounts with banks, trust companies, or other depositories for handling of financial transactions related to the Foundation. |
| Form 990, Part VI, Section B, line 11b | The Form 990 (Form) is reviewed by an independent public accounting firm based on audited financial statements of the St. Luke's Health System and with the assistance of the organization's finance and accounting staff. A complete copy of the Form 990 is made available to the Board of Directors prior to filing. |
| Form 990, Part VI, Section B, line 12c | The organization annually reviews the conflict of interest policy with each board member and also with new board members. Persons covered under the policy include officers, directors, senior executives, non-director members of Board committees, and others as identified by a senior executive. At all levels the board is responsible for assessing, reviewing, and resolving any conflicts of interest that have been disclosed by a covered person, or a conflict of interest disclosed by a covered person with respect to a covered person other than himself/herself. Where a conflict exists, the affected parties must recuse themselves from participating in any discussion and/or vote related to the conflict. |
| Form 990, Part VI, Section B, line 15 | Executive compensation is set by St. Luke's Boards of Directors and is reviewed annually. Compensation levels are based on an independent analysis of comparable pay packages offered at similar institutions across the country, with the goal of placing executives in the 50th percentile in aggregate of those surveyed. These surveys are usually done annually. |
| Form 990, Part VI, Section C, line 19 | The organization's governing documents, conflict of interest policy, and financial statements are not available to the public. Form 990 is available for public inspection on our website, which contains financial information. |
| Form 990, Part VII, Section A | Allocation of Compensation and Hours: The total hours worked and compensation reported for Jeff Cilek, Chris Roth, David Barton and Margaret Dougherty represents services rendered to the following organizations within the St. Luke's Health System: Jeffrey R. Cilek: St. Luke's Health Foundation, Ltd. St. Luke's Health System, Ltd. Chris Roth: St. Luke's Health System,Ltd. St. Luke's Regional Medical Center,Ltd. St. Luke's McCall,Ltd. St. Luke's Health Foundation,Ltd St. Luke's Magic Valley Regional Medical Center,Ltd. St. Luke's Wood River Medical Center,Ltd. St. Luke's Clinic Coordinated Care,Ltd. St. Luke's Nampa Medical Center, Ltd. David Barton: St. Luke's Health System, Ltd. St. Luke's Health Foundation,Ltd Margaret Dougherty: St. Luke's Health System, Ltd. St. Luke's Health Foundation,Ltd Also, it should be noted that the hours reported for the officers, key employees, and highest paid employees are based on a minimum 40 hour work week. However, due to the demands of their roles within the St. Luke's Health System, the hours worked by these individuals often exceed the minimum required 40 hours. |
| Form 990, Part VII, Section A | In addition to his role as Executive Director of the St. Luke's Health Foundation, Jeffrey R. Cilek also served in the capacity as Vice-President of Government Relations for the St. Luke's Health System, and dedicated approximately 50% of his time to each role. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| St Luke's Clinic Coordinated Care Ltd | |||||||||||
| 190 E Bannock | Boise | ID | 83712 | 455195864 | Accountable Care Organization | ID | 501(c)(3) | 10 | St Luke's Health System Ltd | 0 | |
| St Luke's Health System Ltd | |||||||||||
| 190 E Bannock | Boise | ID | 83712 | 562570681 | Supporting Organization | ID | 501(c)(3) | 12C, III-FI | 0 | N/A | |
| St Luke's Magic Valley Regional Medical Center Ltd | |||||||||||
| 190 E Bannock | Boise | ID | 83712 | 562570686 | Healthcare Services | ID | 501(c)(3) | 3 | St Luke's Health System Ltd | 0 | |
| St Luke's McCall Ltd | |||||||||||
| 190 E Bannock | Boise | ID | 83712 | 273311774 | Healthcare Services | ID | 501(c)(3) | 3 | St Luke's Health System Ltd | 0 | |
| St Luke's Nampa Medical Center Ltd | |||||||||||
| 190 E Bannock | Boise | ID | 83712 | 821162805 | Healthcare Services | ID | 501(c)(3) | 3 | St Luke's Health System Ltd | 0 | |
| St Luke's Regional Medical Center Ltd | |||||||||||
| 190 E Bannock | Boise | ID | 83712 | 820161600 | Healthcare Services | ID | 501(c)(3) | 3 | St Luke's Health System Ltd | 0 | |
| St Luke's Wood River Medical Center Ltd | |||||||||||
| 190 E Bannock | Boise | ID | 83712 | 841421665 | Healthcare Services | ID | 501(c)(3) | 3 | St Luke's Health System Ltd | 0 | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| Address Line1ForeignAddress/AddressLine1Txt | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Legal Domicile StateLegalDomicileStateCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sequoyah Assurance Ltd | ||||||||||||||
| PO Box 1051 | Grand Cayman | CJ | KY1-1102 | 981631863 | Captive Insurance | CJ | N/A | C | 0 | |||||
| St Luke's Health Plan Inc | ||||||||||||||
| 874765682 | Health Insurance Provider | N/A | C | 0 | 800 E Park Blvd | Boise | ID | 83712 | ID | |||||
| Select Medical Network of Idaho Inc | ||||||||||||||
| 810594024 | Provider Network | N/A | C | 0 | PO Box 1990 | Boise | ID | 83701 | ID | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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